Health and Benefits Associate
Job Description
- Ensure all outside plan processes adhere to internal compliance standards, state/federal laws (e.g., ERISA, ACA), and PEO regulatory guidelines.
- Track and document client selections, plan details, and supporting materials in CRM and benefits systems (e.g., Salesforce, PrismHR).
Internal Coordination
- New Business: Partner with Sales, Implementation, Payroll, Benefit Specialists and Benefit Account Management to integrate carve out (outside) plans into the client onboarding and maintenance process.
- Renewals: Coordinate with the BS to make sure renewals are processed in a timely manner and SF is updated via the Renewal Check list with the new sold plans, rates and sbc’s.
- Open Enrollment: Facilitating quotes for the Sales Team and BAMS via Navwise, Benefix, or GA.
- Prospects: Review data and provide quotes to the Sales Team via SF.
- Assist with developing procedures focusing on process and accuracy.
Key Responsibilities
- New Business: Partner with and support the BS to facilitate the completion of the required new business paperwork.
- Review completed paperwork for completion and submit it to the GA.
- Coordinate with GA any missing data or questions asked to ensure policies are approved timely for their effective date.
- Provide approval to BS for check list completion in SF.
- Renewals: Confirm audit paperwork is completed for submission to the carrier.
- Provide guidance on addressing carrier escalated issues.
- Maintain an active Life, Accident, and Health Insurance license.
- Proficiency in benefits platforms and quoting tools.
- Sales Force proficiency.
- Strong project management skills
- Client/Broker focused problem solving skills
- Minimum 3 years working with medical benefits.
Salary range between $80 - $85K based on experience.
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